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Office Compliance Consultation

About this product

A focused session covering EFIN/PTIN requirements, due-diligence, record retention, and the WISP — so nothing catches you off guard.

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WISP Assistance

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IRS-required Written Information Security Plan built for your office — $299.

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A hands-on review of your office's data security posture against IRS/FTC requirements — $499.

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